Bulk export selected InfoPath forms to Word documents

In this InfoPath video you'll see how you can select one or more InfoPath forms from a SharePoint form library, and then use a SharePoint 2013 workflow to automatically generate Word documents that are based on data from those InfoPath forms and store the Word documents in a SharePoint document library.

In recipe 102 of InfoPath 2013 Cookbook 2, you'll learn how to create a SharePoint 2013 workflow to automatically generate Word documents that are based on data from selected InfoPath forms stored in a SharePoint form library, and then store the Word documents in a SharePoint document library.

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InfoPath demo video transcript:

Here I'm in SharePoint 2013 where I've got this ReleaseNotes document library, which as you can see is currently empty, but in which I want to store Word documents; Word documents that are based on data stored in InfoPath forms that are located in this form library.

As you can see, I currently have only two InfoPath forms inside here. If I open one, you'll see that the InfoPath form contains simple data. We've got a project name, a document author, and a release date.

I'll add a third InfoPath form. Let's say I want one for project 3. I'll make Clovis Carvalho the document author, and I'll select the date of today as the release date. And then I'll save the InfoPath form back to the form library, so that we now have three InfoPath forms from which we can select to generate the Word documents.

To generate the Word documents, I'm going to use this SharePoint list by adding an item, and I'll give it a title. Let's call it One. And then as you can see here, the InfoPath forms from the ReleaseNotesFormLib are being listed, so I'll just select one or more. I'll select the form form project 1 and the one for project 3. And then I'll save the item back to the SharePoint list.

Once the item has been saved back to the SharePoint list, a SharePoint 2013 workflow will kick off. So I'll refresh this list until I see that it has been started. As you can see the workflow has been started now, so I'll go to the ReleaseNotes document library and wait until the Word documents have been generated.

So I'll continue refreshing this document library, until we've got two Word documents. So project 1 has been created. We're waiting for project 3 now. So the Word document for project 3 has also been created.

If I open this Word document, we should see the data for Jane Doe listed. So as you can see, we've got project 1 here, prepared by Jane Doe, and the release date. I can also view project 3. When the Word document opens, we should see the data for project 3 listed, which was project 3, prepared by Clovis, and the release date of today.

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Copyright: This article may not be used on web sites (whether personal or otherwise), copied, disseminated, altered, printed, published, broadcasted, or reproduced in any way without an expressed written consent of S.Y.M. Wong-A-Ton. The techniques demonstrated in this article may be used within any Microsoft InfoPath project. This article is provided without any warranties. Copyright for this article is non-transferrable and remains with the author, S.Y.M. Wong-A-Ton.

 
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